Change Requests List - Layout and Navigation (Grouped List View)

Updated 4 days ago by Customer Service

Change Requests List - Layout and Navigation - Grouped List View

The Change Requests List displays all Change Requests for the Project in a Grouped List view (one parent row for each Contract and child rows for each Line Item on the Contract).

Note* There are multiple ways to access Change Requests and multiple views that can display, see Change Requests - Multiple Lists and Views for more information. This is help for accessing Change Requests directly from the Project Navigation Menu and for the Grouped List View (see Change Requests List - Accessing (Grouped List View).

The following is the layout and navigation of the list:

Financial Summary of all the Change Requests for all the Contracts for the Project.
Settings Button to change how the information displays. Note* columns in this view are set and can not be turned on or off to display.
Lists Navigation Menu to navigate to RFQs and to toggle back and forth between the Change Requests List.
Search and Filter Options to search and filter the list of all the Change Requests for all the Contracts for the Project.
Function Buttons to add a New Change Request, to do Bulk Actions for the Schedule of Value Line Items and to Export all the Change Requests for all the Contracts for the Project.
Change Request List - the list of all the Change Requests.
- Slider Bar - to slide right or left on the list to view all the Columns (if required)
- Totals - to view the totals of all the Change Requests for Cost, Revenue, Markup, Tax, Total, Over/Under.
Page Navigation Options to navigate the list of all the Contract Change Requests for all the Contracts for the Project.

Financial Summary

The top section of the list displays total values for all Change Requests for all Contracts for the Project by stage of the Change Request:

Pending
Projected
Approved

Each stage will have certain statuses that pertain to that stage. The Change Requests with the statuses pertaining to that stage are summed and displayed in the Financial Summary. See All Change Requests Lists – Financial Summary for the stages and which statuses are included in that stage to calculate the totals.

Settings Button

To the Right of the Financial Summary information is the Settings button .

The list of all Change Requests displays according to the Settings. See Change Requests Lists - Settings (Grouped List View) for more information.

Lists Navigation Menu

The Lists Navigation menu option for the form appears near the top of the form and is text that can be clicked on to switch between lists. There are two different lists that can be accessed:

Change Requests - the Change Requests List for all Contracts for the project. This is also where Change Requests can be added and/or viewed (then from the View/Edit form Change Requests can be or edited, deleted, emailed or exported to PDF (this help pertains to this list).
RFQs - The list of RFQs. This is also where RFQs can be added, viewed and edited or deleted. See RFQs - Overview.

The currently selected list is in blue text.

To switch between the lists, click on the text.

Note* This help pertains to the Change Requests list.

Search and Filter Options

Narrow the Change Request list by entering search criteria or setting filters on the Status. See All Change Requests Lists - Search and Filter (Grouped List View).

Click the Clear Filter button to remove any search or filter settings.

Function Buttons

There are function buttons to add a new Contract Change Request and Export the list of all Contract Change Requests:

Click the +New Change Request button to add a new Contract Change Request, see Change Requests List - New Change Request (Grouped List View).

Click the Bulk Actions button to associate selected Line Items to Contracts or Commitments. This option is only available if Line Items have been selected. See Change Request List - Bulk Actions.

Click the Export button to export the list of Contract Change Requests. See Change Requests List - Change Request - Export (Grouped List View) for more information.

Change Requests List

This may be the full list of Change Requests or it could be a sub-set of Change Requests if search criteria or filters have been applied. See All Change Requests Lists - Search and Filter (Grouped List View).

It can also have the columns sorted to display the list in different orders. see All Change Requests Lists - Sort Columns (Grouped List View).

The list of all the Change Requests displays according to the Settings applied. See Change Requests List - Settings (Grouped List View).

Hovering on a row on the list brings up the view button for that Change Request OR alternatively right clicking on a row brings up context sensitive menu options and there is a View option OR the Change Requests can be double clicked on to view/edit it. See Change Requests List - Change Request - View/Edit (Grouped List View) for more information.

Slider Bar

There are a large number of columns that can display in this view. To see all the columns, the slider bar at the bottom of the list may be used to scroll left or right.

Totals

At the bottom of the Change Requests List, the totals for all the Change Requests are listed. This is ALL Change Requests regardless of whether search text has been entered or filters applied.

Page Navigation Options

There are different page navigation options:

Rows per page setting. If there are a larger number of Change Requests the number of rows per page that display can be changed. See Rows Per Page.

If there are a larger number of Change Requests (more than the number of Rows set to display per page), use the Prev, Next, <, > and Page number buttons to navigate through the pages of information. See Page Navigation for more information.

More Information

For more information on the Contract Change Requests Lists for all Contracts for the Project, see:

All Change Requests Lists - Search and Filter (Grouped List View)
All Change Requests Lists - Sort Columns (Grouped List View)
Change Requests List - Settings (Grouped List View) to modify the Change Request List Settings

Next Steps

Add a new Change Request, see Change Requests List - New Change Request (Grouped List View).

View or edit an existing Change Request including maintaining the Schedule of Values and Financial Markups, see Change Requests List - Change Request - View/Edit (Grouped List View).

View and maintain RFQs, see RFQs - Overview.

Delete a Change Request, see Change Requests List - Change Request - Delete (Grouped List View).

Email a Change Request, see Change Requests List - Change Request - Email (Grouped List View).

Export a Change Request, see Change Requests List - Change Request - Export (Grouped List View).

Export the full list of all the Change Requests, see Change Requests Lists - Export (Grouped List View).

Change the Settings for the display of the list of Change Requests, see Change Requests List - Settings (Grouped List View).